RWB
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RMR Wealth Builders’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

RMR Wealth Builders’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,370
Closed -$767K – 537
2020
Q3 		$767K Buy
+11,370
New +$785K 0.2% 81

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RMR Wealth Builders's IJJ Position: Q4 2020 in Review

RMR Wealth Builders sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2020, closing a stake of 11,370 shares — an estimated $767K sold.

RMR Wealth Builders first reported a position in IJJ in Q3 2020 and held it in 1 quarter. The position peaked at $767K in Q3 2020. 535 funds tracked by Wall St. Rank hold IJJ as of Q4 2020.

  • RMR Wealth Builders reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 11,370 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2020, an estimated $767K.
  • RMR Wealth Builders first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and held it in 1 quarter.
  • RMR Wealth Builders's iShares S&P Mid-Cap 400 Value ETF position peaked at $767K in Q3 2020.
  • 535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.